| LIRSX | TROZX | LIRSX / TROZX | |
| Total Expense Ratio | 0.98 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.98 | 0.65 | 151% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 10.819 | 11.346 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 17.1B | 3% |
| Annual Yield % from dividends | 2.25 | 2.95 | 76% |
| Returns for 1 year | 26.52 | 30.42 | 87% |
| Returns for 3 years | 77.02 | 92.93 | 83% |
| Returns for 5 years | 55.30 | 91.32 | 61% |
| Returns for 10 years | 111.83 | N/A | - |